Viewpoints – a new four-part video series
January 23, 2025 | CC&L Investment Management
Portfolio managers TJ Sutter and Carolyn Kwan sit down for a discussion about market insights in Viewpoints – a new four-part video series.
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Entrepreneurship: Silicon Valley vs. Stockholm
January 23, 2025 | Global Alpha Capital Management
Sweden’s vibrant venture capital market drives its economy by encouraging innovations from entrepreneurs.
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ECB policy easing is working
January 22, 2025 | NS Partners
Eurozone real money momentum has turned positive and is likely to rise further, signalling improving economic prospects.
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Forecast – 2025
January 21, 2025 | CC&L Investment Management
2025 Market Outlook: Resilient economic growth amidst a changing political landscape and inflation risks together have significant implications for interest rates and asset prices.
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Brazilian Blackjack: Decoding the allure of a high-risk, high-reward market
January 21, 2025 | NS Partners
This month’s commentary covers our search for a winning hand in beaten down Brazilian equities.
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How markets defied concerns – 2024 Year in review
January 20, 2025 | Connor, Clark & Lunn Financial Group
Despite geopolitical risks and high inflation, 2024 turned out to be a remarkable year for markets. US and global equity markets delivered strong returns, driven by technology and AI. Our Year in review and offers a look back at key 2024 asset class performances and future insights as we look forward into 2025.
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Five ESG trends for the new year
January 16, 2025 | Global Alpha Capital Management
Stepping into 2025, the investment landscape is set for transformative shifts. We’ve highlighted five key ESG trends that we feel are going to shape the year ahead.
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Chinese money update: positive signal
January 16, 2025 | NS Partners
Chinese money and credit numbers for December suggest that policy stimulus is becoming effective, warranting an upgraded assessment of economic prospects.
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A “monetarist” perspective on current equity markets
January 7, 2025 | NS Partners
Global money growth remains subdued, support from a previous monetary overhang has ended, while the stockbuilding cycle is approaching a less favourable phase for risk assets.
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2024 wrap up and 2025 outlook: The year in charts
December 19, 2024 | Global Alpha Capital Management
As the year draws to a close, we take a look back at what’s happened in the small cap space, and what opportunities to watch for in 2025.
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Chinese money update: slow recovery
December 18, 2024 | NS Partners
Chinese money trends are normalising after weakness, suggesting modest economic improvement.
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Private credit in Canada – Did the “Golden Age” of private credit miss Canada?
December 17, 2024
When considering a business loan, exploring private credit options in Canada could open up new opportunities for growth and stability.
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Weaker US business money trends
December 13, 2024 | NS Partners
Sectoral numbers show that recent US money growth has been focused on the household and financial sectors, with business holdings falling.
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Global tariff opportunities
December 12, 2024 | Global Alpha Capital Management
Tariffs, trading and the global economy: what the lifting of sanctions means for Australia.
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